Municipal Advisory Services Agreement Sample Contracts

AGREEMENT FOR MUNICIPAL ADVISORY SERVICES
Municipal Advisory Services Agreement • November 9th, 2021

This agreement (“Agreement”) for municipal advisory services associated with General Obligation Refunding Bonds, dated as of November 18, 2021, is by and between the Newark Unified School District (the “District”) and KNN Public Finance, LLC, a California limited liability company (“KNN”).

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Municipal Advisory Services Agreement
Municipal Advisory Services Agreement • April 25th, 2024 • Kentucky

This Municipal Advisory Services Agreement (the “Agreement”) is between RSA ADVISORS, LLC (the “Advisor”) and BOONE COUNTY BOARD OF EDUCATION

AGREEMENT FOR MUNICIPAL ADVISORY SERVICES FOR THE ISSUANCE OF BONDS
Municipal Advisory Services Agreement • October 25th, 2023 • California

BONDS (this “Agreement) is entered into as of October , 2023, by and between Eastshore Consulting LLC, a California limited liability company (the “Advisor”) and Mendocino Coast Health Care District, a public entity, corporate and politic (the “District”).

AGREEMENT FOR MUNICIPAL ADVISORY SERVICES
Municipal Advisory Services Agreement • March 15th, 2022

by and between Newark Unified School District (the “District”) and KNN Public Finance, LLC, a California limited liability company (“KNN”).

AGREEMENT FOR MUNICIPAL ADVISORY SERVICES
Municipal Advisory Services Agreement • April 3rd, 2024

Compensation to KNN associated with the District's annual continuing disclosure report filings, material notice filing obligations, and annual debt transparency reports shall be billed on an annual fee basis. Total not-to-exceed fees (including applicable expenses) shall not exceed $9,500 per applicable fiscal year. A detailed breakdown of applicable fees for each reporting requirement is outlined below. Invoices for payment will be billed upon completion of each respective filing.

Municipal Advisory Services Agreement
Municipal Advisory Services Agreement • May 10th, 2024 • Oregon

This letter sets forth the terms of the Municipal Advisory Services Agreement (this "Agreement") pursuant to which Special Districts Association of Oregon Advisory Services, LLC (“Advisor”) will serve as municipal advisor to the Columbia 911 Communications District (Columbia County, Oregon) (“Client”) on specific matters, as requested, relative to municipal finance related matters (each a "Project Request"). This Agreement is made and entered into between Client and the Advisor and supersedes and replaces a municipal advisory services agreement dated January 9, 2018.

RE: Municipal Advisory Services - Refinancing 2017 BOT Agreement DATE: August 27, 2021
Municipal Advisory Services Agreement • August 27th, 2021

This Scope Appendix is attached by reference to the above-named engagement letter (the “Engagement Letter”) between the Town of Yorktown (the “Client”) and Baker Tilly US, LLP and relates to services to be provided by Baker Tilly Municipal Advisors, LLC.

MUNICIPAL ADVISORY SERVICES AGREEMENT BETWEEN THE
Municipal Advisory Services Agreement • October 13th, 2017

This document constitutes the terms of a Municipal Advisory Services Agreement (the “Agreement”), dated as of November 1, 2017, between the City of Lompoc, a municipal corporation (the “Client” or the “City”) and KNN Public Finance, LLC, a California limited liability company (“KNN”). The Client enters into this contract with KNN for the purpose of having KNN serve as its municipal advisor on the issuance of its 2017 Water and Wastewater Refunding Bonds, as separate bond transactions. In order to be issued as separate transactions, the refunding bonds must close simultaneously.

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